Smartstop Self Storage REITSMA
13F holders, Q1 2026 (March 31)256holders +16
51new positions
39sold out
4famous investors
$30.28avg. 13F price*
At the end of Q1 2026, 256 institutions reported holding Smartstop Self Storage REIT (SMA) in their 13F filings, up 16 from Q4 2025. 51 opened new positions and 39 sold out. The largest holders were T. Rowe Price Associates Inc. ($180.8M), BlackRock, Inc. ($155.7M) and Goldman Sachs Group Inc. ($103.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Smartstop Self Storage REIT
- CUSIP
- 83192D402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $71.7M |
| Exits | 39 | $125.8M |
All 13F filers, Q4 2025 → Q1 2026: 12,392,016 shares bought and 10,029,511 shares sold, net +2,362,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| T. Rowe Price Associates Inc. | 0.02% | Add +0.9% | 5,969,543 | $180.8M |
| BlackRock, Inc. | 0.00% | Add +48.2% | 5,142,310 | $155.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +330.8% | 3,427,727 | $103.8M |
| Vanguard Portfolio Management LLC | 0.00% | — | 2,787,652 | $84.4M |
| Principal Financial Group Inc. | 0.04% | Add +25.6% | 2,596,133 | $78.6M |
| Prudential Financial Inc. | 0.09% | Reduce -20.3% | 2,353,036 | $71.2M |
| Vanguard Capital Management LLC | 0.00% | — | 2,179,238 | $66.0M |
| State Street Corp. | 0.00% | Add +88.7% | 2,163,288 | $65.8M |
| Geode Capital Management, LLC | 0.00% | Add +42.6% | 1,435,868 | $43.5M |
| Goldentree Asset Management LP | 2.39% | Add +14.0% | 1,329,575 | $40.2M |
| Nuveen, LLC | 0.01% | Add +110.8% | 1,144,690 | $34.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +23.6% | 981,442 | $29.7M |
| Conversant Capital LLC | 3.59% | New | 857,715 | $26.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.6% | 846,639 | $25.6M |
| Duff & Phelps Investment Management Co. | 0.26% | Reduce -24.4% | 831,755 | $25.2M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +80.0% | 801,910 | $24.3M |
| Aberdeen Group plc | 0.04% | Reduce -23.3% | 741,547 | $22.5M |
| Silvercrest Asset Management Group LLC | 0.16% | Reduce -6.7% | 732,744 | $22.2M |
| Long Pond Capital, LP | 1.90% | New | 613,458 | $18.6M |
| Zimmer Partners, LP | 0.46% | Reduce -5.0% | 600,000 | $18.2M |
| Millennium Management | 0.01% | Add +108.4% | 591,604 | $17.9M |
| Northern Trust Corp. | 0.00% | Add +72.4% | 540,342 | $16.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -20.7% | 414,374 | $12.5M |
| Independent Financial Group, LLC | 0.25% | Add +2.2% | 369,641 | $11.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 352,609 | $10.7M |
| Schroder Investment Management Group | 0.01% | Reduce -16.1% | 356,174 | $10.6M |
| Morgan Stanley | 0.00% | Add +154.7% | 343,955 | $10.4M |
| Cetera Investment Advisers | 0.01% | Reduce -29.3% | 316,180 | $9.6M |
| LPL Financial LLC | 0.00% | Add +11.0% | 290,336 | $8.8M |
| UBS Group AG | 0.00% | Add +40.2% | 271,516 | $8.2M |
| Hudson Bay Capital Management LP | 0.05% | Add +11.7% | 252,236 | $7.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -40.3% | 246,012 | $7.4M |
| Picton Mahoney Asset Management | 0.08% | Add +30.2% | 243,972 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Add +33.6% | 231,115 | $7.0M |
| Chilton Capital Management LLC | 0.24% | Add +5.7% | 224,161 | $6.8M |
| Bank of America Corp. | 0.00% | Add +53.4% | 222,586 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.3% | 219,196 | $6.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +760.0% | 214,863 | $6.5M |
| Clearbridge Investments, LLC | 0.01% | Add +15.0% | 211,594 | $6.4M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -30.8% | 199,748 | $6.0M |
| Legal & General Group Plc | 0.00% | Add +553.0% | 195,304 | $5.9M |
| Sei Investments Co. | 0.01% | Add +12.7% | 188,147 | $5.7M |
| 1832 Asset Management L.P. | 0.01% | Add +78.7% | 187,700 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.6% | 187,511 | $5.7M |
| CI Investments Inc. | 0.03% | Reduce -9.9% | 184,922 | $5.6M |
| Choreo, LLC | 0.07% | Add +90.7% | 178,739 | $5.4M |
| Polymer Capital Management (US) LLC | 0.77% | No change | 171,140 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | New | 159,713 | $4.8M |
| Peregrine Capital Management LLC | 0.18% | Add +0.5% | 157,994 | $4.8M |
| Centaurus Financial, Inc. | 0.22% | Reduce -9.1% | 152,015 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +1.2% | 146,063 | $4.4M |
| Brookfield Corp | 0.01% | Reduce -57.8% | 134,578 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 133,417 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.9% | 130,324 | $3.9M |
| Merit Financial Group, LLC | 0.03% | Add +7.0% | 123,046 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.0% | 116,600 | $3.5M |
| Lighthouse Investment Partners, LLC | 0.12% | Reduce -45.3% | 109,500 | $3.3M |
| Swiss National Bank | 0.00% | Add +78.6% | 109,500 | $3.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.09% | Reduce -3.7% | 104,312 | $3.2M |
| STRS Ohio | 0.01% | Add +0.7% | 104,200 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -87.9% | 101,098 | $3.1M |
| Verition Fund Management LLC | 0.03% | New | 99,515 | $3.0M |
| HSBC Holdings PLC | 0.00% | New | 95,746 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +449.6% | 93,930 | $2.8M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 92,409 | $2.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +4.3% | 86,200 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.3% | 83,515 | $2.5M |
| Asset Management One Co., Ltd. | 0.01% | Add +0.5% | 77,162 | $2.3M |
| Invesco Ltd. | 0.00% | Add +230.3% | 75,782 | $2.3M |
| Man Group plc | 0.00% | Reduce -13.0% | 75,746 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +36.5% | 72,318 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Add +823.1% | 71,882 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +86.8% | 70,967 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +134.7% | 69,654 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Add +101.0% | 65,747 | $2.0M |
| Citigroup Inc. | 0.00% | Add +31.8% | 65,664 | $2.0M |
| Paralel Advisors LLC | 0.08% | New | 65,000 | $2.0M |
| Sequent Planning LLC | 0.47% | Reduce -0.7% | 64,571 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.8% | 63,497 | $1.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +6.8% | 61,295 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -96.9% | 56,905 | $1.7M |
| Allianz Asset Management GmbH | 0.00% | New | 55,840 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +162.7% | 55,829 | $1.7M |
| PFG Investments, LLC | 0.08% | Reduce -5.0% | 55,047 | $1.7M |
| Premier Private Wealth Management LLC | 1.74% | Reduce -26.9% | 54,525 | $1.7M |
| Blue Sky Capital Consultants Group, Inc. | 0.76% | Add +52.8% | 52,511 | $1.6M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 51,519 | $1.6M |
| Ghisallo Capital Management LLC | 0.04% | Reduce -50.0% | 50,000 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.4% | 48,665 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -27.6% | 48,225 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +386.4% | 48,152 | $1.5M |
| Jefferies Financial Group Inc. | 0.02% | New | 47,500 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -11.0% | 46,217 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.4% | 45,804 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +13.3% | 42,565 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Add +43.1% | 42,141 | $1.3M |
| Scotia Capital Inc. | 0.01% | New | 39,797 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -8.7% | 37,922 | $1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 36,331 | $1.1M |
| XTX Topco Ltd | 0.02% | Add +4.2% | 35,655 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Add +80.9% | 34,317 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.0% | 32,839 | $994K |
| MetLife Investment Management, LLC | 0.01% | Add +60.8% | 32,062 | $971K |
| Arkadios Wealth Advisors | 0.02% | Reduce -22.4% | 31,583 | $956K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.4% | 30,720 | $930K |
| AlphaCentric Advisors LLC | 0.91% | Add +50.0% | 30,000 | $908K |
| Crossingbridge Advisors, LLC | 0.19% | Add +50.0% | 30,000 | $908K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 30,000 | $908K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -78.4% | 29,757 | $901K |
| Cwm, LLC | 0.00% | Reduce -7.4% | 28,222 | $855K |
| Citadel Advisors | 0.00% | New | 26,826 | $812K |
| Private Capital Management, LLC | 0.08% | New | 26,500 | $802K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +79.6% | 26,090 | $790K |
| American Century Companies Inc. | 0.00% | Reduce -96.1% | 25,080 | $759K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | New | 25,038 | $758K |
| Balyasny Asset Management L.P. | 0.00% | New | 24,985 | $757K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.1% | 24,677 | $751K |
| Wesbanco Bank Inc. | 0.02% | New | 24,500 | $742K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +5.1% | 24,524 | $731K |
| Engineers Gate Manager LP | 0.01% | Reduce -10.6% | 23,750 | $719K |
| Amundi | 0.00% | New | 23,586 | $714K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +26.4% | 23,099 | $699K |
| Maverick Capital | 0.01% | Reduce -85.8% | 22,583 | $684K |
| Krilogy Financial LLC | 0.02% | Reduce -0.3% | 21,185 | $683K |
| Beacon Capital Management, LLC | 0.12% | Reduce -45.7% | 22,266 | $674K |
| Apollon Wealth Management, LLC | 0.01% | No change | 22,142 | $670K |
| Vanguard Global Advisers, LLC | 0.00% | — | 21,947 | $665K |
| Susquehanna International Group, LLP | 0.00% | New | 21,518 | $652K |
| TrueWealth Advisors, LLC | 0.16% | Reduce -1.4% | 20,437 | $619K |
| AQR Capital Management | 0.00% | Add +56.5% | 19,637 | $595K |
| &partners | 0.00% | Add +1.9% | 17,832 | $540K |
| New York State Common Retirement Fund | 0.00% | Add +94.4% | 17,500 | $530K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -30.7% | 17,052 | $516K |
| Hazelview Securities Inc. | 0.10% | New | 16,990 | $514K |
| EntryPoint Capital, LLC | 0.15% | No change | 16,972 | $514K |
| Valued Wealth Advisors LLC | 0.20% | Reduce -4.2% | 15,889 | $482K |
| Barclays PLC | 0.00% | Reduce -68.7% | 15,225 | $461K |
| Arizona State Retirement System | 0.00% | Add +76.8% | 15,202 | $460K |
| SG Americas Securities, LLC | 0.00% | Add +47.6% | 14,558 | $441K |
| Clare Market Investments LLC | 0.09% | — | 14,559 | $441K |
| Metis Global Partners, LLC | 0.01% | Add +10.8% | 14,507 | $439K |
| Allstate Corp. | 0.00% | Reduce -23.3% | 14,394 | $436K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +70.0% | 14,170 | $429K |
| Waverly Advisors, LLC | 0.00% | Add +0.4% | 13,262 | $402K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,997 | $394K |
| Etesian Wealth Advisors, Inc. | 0.12% | Reduce -41.7% | 12,643 | $383K |
| AlTi Global, Inc. | 0.01% | No change | 12,500 | $380K |
| OneAscent Wealth Management LLC | 0.13% | No change | 12,548 | $380K |
| KLP Kapitalforvaltning As | 0.00% | Add +87.7% | 12,200 | $371K |
| Capital Square, LLC | 0.17% | Add +0.0% | 11,159 | $362K |
| UniSuper Management Pty Ltd | 0.00% | New | 11,500 | $348K |
| Adapt Wealth Advisors, LLC | 0.12% | No change | 11,392 | $345K |
| Intech Investment Management LLC | 0.00% | No change | 11,275 | $341K |
| Kovack Advisors, Inc. | 0.02% | Reduce -12.2% | 10,973 | $334K |
| Two Sigma Investments, LP | 0.00% | Reduce -39.2% | 10,900 | $330K |
| Vestcor Inc | 0.01% | New | 10,900 | $330K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +9.8% | 10,847 | $329K |
| Creative Planning | 0.00% | Reduce -11.7% | 10,542 | $319K |
| Integrated Wealthcare, LLC | 0.27% | No change | 10,494 | $318K |
| Swiss Life Asset Management Ltd | 0.00% | New | 11,199 | $316K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -1.5% | 9,843 | $298K |
| Wealth Management Strategies, Inc. | 0.13% | Reduce -15.5% | 9,807 | $297K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +16.8% | 9,779 | $296K |
| Castleview Partners, LLC | 0.15% | Reduce -33.6% | 9,590 | $290K |
| Macquarie Group Ltd. | 0.00% | New | 9,298 | $282K |
| M&T Bank Corp | 0.00% | Add +27.3% | 9,155 | $277K |
| Pictet Asset Management Holding SA | 0.00% | New | 9,147 | $277K |
| Impact Partnership Wealth, LLC | 0.03% | New | 9,114 | $276K |
| Capital Advisors Inc. | 0.00% | No change | 9,076 | $275K |
| IFM Investors Pty Ltd | 0.00% | New | 9,032 | $273K |
| BlueChip Wealth Advisors LLC | 0.12% | New | 9,031 | $273K |
| Focus Partners Wealth | 0.00% | Reduce -28.0% | 5,981 | $273K |
| US Bancorp \de | 0.00% | Add +2.3% | 9,009 | $273K |
| State of Wyoming | 0.03% | Add +9.2% | 8,783 | $266K |
| MML Investors Services, LLC | 0.00% | Reduce -81.4% | 8,719 | $264K |
| Nissay Asset Management Corp. /Japan | 0.00% | New | 8,503 | $257K |
| Balboa Wealth Partners | 0.04% | Add +22.2% | 8,243 | $250K |
| CX Institutional | 0.01% | No change | 8,153 | $247K |
| ProShare Advisors LLC | 0.00% | New | 8,067 | $244K |
| Bayforest Capital Ltd | 0.27% | New | 7,942 | $240K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -0.3% | 7,094 | $215K |
| Voya Investment Management LLC | 0.00% | New | 7,076 | $214K |
| First Trust Advisors LP | 0.00% | Add +0.4% | 7,031 | $213K |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 6,981 | $211K |
| Safe Harbor Family Capital, LLC | 0.16% | New | 6,729 | $204K |
| Gross & Hartman Investments LLC | 0.11% | New | 6,729 | $204K |
| Cerity Partners LLC | 0.00% | Reduce -22.4% | 6,713 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 6,699 | $203K |
| Prosperitas Financial LLC | 0.07% | New | 6,630 | $201K |
| Signature Equity Partners, LLC | 0.08% | No change | 5,193 | $157K |
| Jones Financial Companies LLLP | 0.00% | No change | 5,059 | $152K |
| Quantbot Technologies LP | 0.01% | Reduce -66.3% | 4,802 | $145K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +74.7% | 4,555 | $138K |
| Triumph Capital Management | 0.03% | Reduce -17.4% | 4,530 | $138K |
| FMR LLC | 0.00% | Add +185.7% | 4,314 | $131K |
| Rossby Financial, LCC | 0.03% | Reduce -43.2% | 4,084 | $124K |
| Sound Income Strategies, LLC | 0.01% | Reduce -83.4% | 3,868 | $118K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.0% | 3,323 | $101K |
| FIL Ltd | 0.00% | New | 2,886 | $87K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -71.2% | 2,671 | $81K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 2,654 | $80K |
| Silicon Valley Capital Partners | 0.01% | Add +1.2% | 2,306 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +13.1% | 2,296 | $70K |
| NFSG Corp | 0.01% | Reduce -4.8% | 1,995 | $60K |
| Sterling Capital Management LLC | 0.00% | Add +2.6% | 1,844 | $56K |
| Clearstead Advisors, LLC | 0.00% | Add +862.7% | 1,781 | $54K |
| Assetmark, Inc. | 0.00% | Add +68.0% | 1,704 | $52K |
| KBC Group NV | 0.00% | New | 1,622 | $49K |
| Bogart Wealth, LLC | 0.00% | No change | 1,600 | $48K |
| United Financial Planning Group LLC | 0.02% | No change | 1,337 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -33.4% | 1,249 | $38K |
| Imprint Wealth LLC | 0.17% | No change | 1,250 | $38K |
| Canton Hathaway, LLC | 0.01% | No change | 1,250 | $38K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,209 | $37K |
| IFP Advisors, Inc | 0.00% | Reduce -67.8% | 1,207 | $37K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +25.6% | 1,140 | $35K |
| Allworth Financial LP | 0.00% | Reduce -25.3% | 1,108 | $34K |
| Avalon Trust Co | 0.00% | No change | 1,100 | $33K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $30K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 974 | $30K |
| Harbour Investments, Inc. | 0.00% | New | 907 | $27K |
| Arax Advisory Partners | 0.00% | Reduce -39.2% | 875 | $26K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 829 | $25K |
| Prosperity Bancshares Inc | 0.02% | No change | 629 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.7% | 623 | $19K |
| SWAN Capital LLC | 0.01% | New | 501 | $15K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -7.4% | 476 | $14K |
| Kemnay Advisory Services Inc. | 0.00% | New | 458 | $14K |
| MAI Capital Management | 0.00% | Reduce -61.9% | 449 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 404 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 346 | $11K |
| Simplex Trading, LLC | 0.00% | New | 337 | $10K |
| International Assets Investment Management, LLC | 0.00% | Reduce -86.0% | 305 | $9K |
| TD Capital Management LLC | 0.00% | New | 275 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4700.0% | 240 | $7K |
| Los Angeles Capital Management LLC | 0.00% | No change | 214 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -50.6% | 200 | $6K |
| Napier Financial, LLC | 0.00% | New | 194 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 179 | $5K |
| Private Trust Co. NA | 0.00% | Add +43.5% | 178 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1169.2% | 165 | $5K |
| National Bank of Canada | 0.00% | Add +417.2% | 150 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.0% | 101 | $3K |
| GAMMA Investing LLC | 0.00% | Add +11.0% | 101 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 67 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 61 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 39 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 30 | $908 |
| TD Private Client Wealth LLC | 0.00% | New | 28 | $848 |
| Rothschild Investment LLC | 0.00% | Add +285.7% | 27 | $818 |
| Larson Financial Group LLC | 0.00% | New | 25 | $757 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 18 | $545 |
| Essential Partners LLC | 0.00% | Reduce -88.2% | 2 | $61 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $30 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $30 |
| Covestor Ltd | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is SMA's weight in each manager's 13F, not the share of Smartstop Self Storage REIT the manager owns.